Episode Details
| Title | Winning the AI Race: Vice President JD Vance |
|---|---|
| Date | 7/23/2025 |
| Podcast | All-In with Chamath, Jason, Sacks & Friedberg ↗ |
Key Insights
Bullish:
- 🟢 $AMERICANTECH - The administration strongly supports American technology dominance globally, aiming to build a world on an American technology stack while being cautious about sharing critical technologies with Chinese firms due to IP theft concerns.
- “We want the world to be built, I think, on an American technology stack, not on a Chinese or some other country's technology stack.” - JD (10:57)
- “There are certain critical elements of our technology stack. There are certain critical technologies. We know that some Chinese firms engage in IP theft, so we don't want to give them our very best stuff because we're worried a little bit that they might steal it.” - JD (11:44)
- 🟢 $AUTO - 🔒
- 🟢 $AI - 🔒
- 🟢 $PROD - 🔒
Bearish:
- 🔻 $CHINESETECH - 🔒